Anna Jones

Chartered Financial Planner
Connect with Anna
Leeds
anna-jones

Anna joined the company that later became Progeny in 2014, following a career in financial services spanning more than 20 years. The majority of this time was spent in the business development teams of large insurance companies, providing technical support and training to financial advisers.

Anna works with both corporate and personal clients, offering advice in relation to investment and retirement planning with a view to minimising tax and helping them achieve their financial goals.

Having been widowed, she is drawn to helping other women who find themselves in a similar situation with their financial affairs. Anna lives with her two children and their dog, Suki. Her free time is spent managing her son’s rugby team and engaging is as many sporting events as possible. She likes to take on a few physical challenges each year for charity, such as the London Marathon, Great North Run, Tough Mudder and long distance bike rides.

Insights from Anna

25_01_Digital_NewYearFinancialPlanningChecklistHERO_V1
Financial planning
Review your new year financial planning checklist
Pick up where you left off You've read this article
anna-jones
By Anna Jones
16th January 2025
Taking income at retirement – Guide Featured Image – no text
Financial planning
Taking an income at retirement | Guide
Pick up where you left off You've read this article
anna-jones
By Anna Jones
3rd January 2025
NB – 1920 – Happiness
Financial planning
Financial planning for a happy life
Pick up where you left off You've read this article
anna-jones
By Anna Jones
12th June 2024

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